See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,196 | $183,519+92.5% | $155,509+127.1% | $145,922+142.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.18% | 61.17%-58.0pp | 64.67%-61.5pp | 561.29%-558.1pp |
| Employer contribution / active EE | $1,014 | $5,313-80.9% | $4,672-78.3% | $4,660-78.2% |
| Participant deferral / active EE | $133 | $6,462-97.9% | $5,626-97.6% | $6,688-98.0% |
| Admin fee / account holder | $70,246 | $19,313+263.7% | $15,912+341.5% | $13,397+424.3% |